See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,341 | $59,159-63.9% | $159,960-86.7% | $66,914-68.1% |
| Participation rate | 62.9% | 68.1%-5.2pp | 78.0%-15.1pp | 69.8%-6.9pp |
| Annual return | -11.26% | -12.26%+1.0pp | 408.60%-419.9pp | 1.58%-12.8pp |
| Employer contribution / active EE | $1,157 | $1,983-41.6% | $4,226-72.6% | $2,544-54.5% |
| Participant deferral / active EE | $3,787 | $4,395-13.8% | $6,182-38.7% | $4,237-10.6% |
| Admin fee / account holder | $114 | $591-80.7% | $8,698-98.7% | $593-80.8% |